I love finding solutions to improve workflow and make it easier for clients to place an order, request a quote or complete an application. What can you do this year to capture more sales? Forms are one of the most … Read More

Here’s what’s happening at Xero this week. You can now prepare quotes in Xero. Quotes in Xero were launched last week, actually. On Wed January 21, 2014 Jamie Sutherland sent out the e-mail letting us all know. Quotes or estimates are … Read More

Macros in Microsoft Excel are a great way to perform the same set of actions repeatedly. When you export reports from QuickBooks Online you may find that you want to format them differently. You may also find that you frequently export … Read More

When I was at the QuickBooks Connect conference earlier this year I sat in on the prep lecture given by Michelle Long on the QuickBooks Online Advanced Certification. Most of the QuickBooks Online Advanced Certification prep was what I expected … Read More

There are some not So Shocking Things and some shocking things about the future of accounting technology. Here’s a glimpse into the future. I doubt a lot of this will surprise you but there will be some things in there … Read More

I can export my QuickBooks Online data to QuickBooks Desktop (requires internet explorer) but other than that there is no “true” way to backup my data in QuickBooks Online. If your only concern is losing data you need not be … Read More

You Ask Me to Teach You MS Excel and I Say You’re Asking for the Wrong Tool [youtube]https://youtu.be/HN4S9HEa4cE[/youtube] Don’t get me wrong. We’re going to be doing courses in MS Excel. I understand the need. I also don’t think nearly … Read More

A Fresh Perspective Enter the new kid on the block. With a Fresh perspective this New Zealand based company seems to be giving Intuit a run for their money. Xero ONLY has a cloud accounting app. When they’re not busy … Read More

UPDATE (4/28/14): 8 of 16 lessons now available! We are so pleased to announce the early release of our schoolofbookkeeping.com Course 4, Bootstrapping Your Bookkeeping: A Course In Google Sheets The road to Google Sheets is shorter than you think. … Read More

Seth David Speaks at Santa Barbara Bookkeepers Association luncheon and does an overview of the Benefits of QuickBooks Online. I am well aware of the limitations that some people seem to love to hate about QuickBooks Online – no inventory … Read More

Undeposited Funds is a special account in QuickBooks Online. It works the same as in the desktop edition of QuickBooks. That may not help you though because most QuickBooks Online users have not used the desktop edition before. It also … Read More

This video will show you how to run an uncleared checks report in QuickBooks Online. This is just a taste of what you will see on a much deeper and more detailed level in our upcoming course on Bookkeeping Fundamentals … Read More

QuickBooks Online went down on me (and everyone else who uses it) today and boy were people mad! They want 100% uptime. My new friend @Andrew_Headley was not happy as you’ll see from his last tweet regarding the outage. His … Read More

After writing a post about QuickBooks Online and claiming it “was not ready for power users,” I got several calls from people I know at Intuit. First, let me say that my intention was to get their attention and help … Read More

I’m NOT an accountant; I’m a business owner and entrepreneur. This means I know and use accounting software and have since the days of DOS. I use QuickBooks Online for my company 7DFour Marketing and schoolofbookkeeping.com uses Xero. We are … Read More

I was in court today for a family matter. My case wasn’t called for 3 hours, so I just sat and listened. I love court, I really do. I also love Diners, Drive-ins and Dives on Food Network, but I’m … Read More

We won’t stop it from happening. QuickBooks Online, Xero, Kashoo, Intaact, Wave Accounting, even Zoho has Zoho Books, and they are all going to win the race. There’s so many reasons why cloud computing makes sense. Mainly, you can access … Read More

schoolofbookkeeping.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

schoolofbookkeeping.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.